Your Business, Our Commitment
Entrust us with supporting your growth.
AURUM Financial Group offers attentive, personalized, and rigorous service, backed by solid experience and comprehensive resources.
We guide you every step of the way with an approach that integrates financial planning and tax strategy, addressing both your insurance and investment needs.
Our goal: to protect your assets, advance your business, and support your ambitions with a long-term vision
Your Business, Our Commitment
Entrust us with supporting your growth.
AURUM Financial Group offers attentive, personalized, and rigorous service, backed by solid experience and comprehensive resources.
We guide you every step of the way with an approach that integrates financial planning and tax strategy, addressing both your insurance and investment needs.
Our goal: to protect your assets, advance your business, and support your ambitions with a long-term vision
Your Business, Our Commitment
Entrust us with supporting your growth.
AURUM Financial Group offers attentive, personalized, and rigorous service, backed by solid experience and comprehensive resources.
We guide you every step of the way with an approach that integrates financial planning and tax strategy, addressing both your insurance and investment needs.
Our goal: to protect your assets, advance your business, and support your ambitions with a long-term vision
Whether your business is starting up, growing, or in the process of succession, AURUM works in synergy with your accountant and other business partners to provide clear and consistent planning, simplifying every financial decision.
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Financial, Tax, and Estate Planning*
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Succession Planning
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Establishment of shareholder, retirement, and key person agreements
*This service is offered through our partner SFL Wealth Managemente
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Protection Strategies
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Executive Health Plan (EHP)
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Life, health, disability, critical illness, and overhead insurance
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Tax-Advantaged Investment Strategies for Your Corporation
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Individual Pension Plan (IPP)
Schedule an Exploratory
Meeting Now
Take the time to speak with an AURUM advisor to discuss your business reality and your goals.
This no-obligation meeting helps assess your priorities, understand your financial needs—both personal and corporate—and identify the most suitable solutions to support your company’s growth and long-term sustainability.
